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Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
TECO deepens robotics push, targets dexterous hands
TECO Electric and Machinery is extending its motor and drive-control expertise into rotary actuators, developing joint modules for humanoid and quadruped robots through in-house motor,...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
AI doubts mount, but server supply chain still sees strong demand
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU...
Thursday 5 November 2026
Google commits US$15 billion to expand Malaysian data centers in 2027 and 2028
Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments...
Thursday 5 November 2026
Airoha targets multibillion growth as 100G ramps, 200G tapes out
Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as 100G pulse-amplitude modulation (PAM4) digital signal...
Thursday 5 November 2026
Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...
Wednesday 4 November 2026
Ohio voters approve data center ban that could derail Amazon's US$2 billion plan
Voters in Sunbury, Ohio, approved a ban on large data centers in the November 3 election, raising a new obstacle to Amazon's proposed US$2 billion project as communities across the...
Wednesday 4 November 2026
US midterm election results shift toward AI oversight and data center regulation
Asian stocks wavered on November 4 in response to the US midterm election results. While the final votes are still being counted, current results show the Democratic Party winning...
Wednesday 4 November 2026
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
SpaceX is reportedly building AI data centers faster than anyone
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
Wednesday 4 November 2026
AEB 3Q26 revenue jumps 70% on AI demand
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Wednesday 4 November 2026
South Korean chipmakers face financing dilemma behind AI memory demand
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...